Tarbox Family Office’s Enterprise Products Partners EPD Stock Holding History

Tarbox Family Office’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,834	Closed	-$74K	–	608
2017 Q3	$74K	Hold	2,834	–	–	0.03%	136
2017 Q2	$77K	Hold	2,834	–	–	0.04%	123
2017 Q1	$78K	Buy	+2,834	New	+$79.2K	0.04%	108
2015 Q2	–	Sell	-470	Closed	-$15K	–	555
2015 Q1	$15K	Sell	470 -230	-33%	-$7.71K	0.01%	191
2014 Q4	$25K	Hold	700	–	–	0.02%	140
2014 Q3	$28K	Hold	700	–	–	0.03%	131
2014 Q2	$27K	Hold	700	–	–	0.02%	132
2014 Q1	$24K	Hold	700	–	–	0.02%	157
2013 Q4	$23K	Buy	+700	New	+$21.8K	0.02%	192

Other funds holding EPD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tarbox Family Office's EPD Position: Q4 2017 in Review

Tarbox Family Office sold out of Enterprise Products Partners (EPD) in Q4 2017, closing a stake of 2,834 shares — an estimated $74K sold.

Tarbox Family Office first reported a position in EPD in Q4 2013 and held it in 9 quarters. The position peaked at $78K in Q1 2017. 971 funds tracked by Wall St. Rank hold EPD as of Q4 2017.

Tarbox Family Office reported no remaining Enterprise Products Partners position as of Q4 2017 after selling out during the quarter.
Tarbox Family Office sold 2,834 Enterprise Products Partners shares in Q4 2017, an estimated $74K.
Tarbox Family Office first reported a position in Enterprise Products Partners in Q4 2013 and held it in 9 quarters.
Tarbox Family Office's Enterprise Products Partners position peaked at $78K in Q1 2017.
971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2017.

Based on Tarbox Family Office's 13F filing for Q4 2017, filed 29 Jan 2018.